About

The McDaniel Corporation

OUR FIRM

The McDaniel Corporation has a professional staff of dedicated, experienced, knowledgeable and highly competent personnel who are trained and licensed to offer a broad range of financial services. The firm and its staff are directed and supervised by its president; Craig M. McDaniel.

Debra Carmody

OUR ADVISORS

Craig M. McDaniel is a senior financial and investment counselor who specializes in the areas of Retirement Planning, Retirement Distribution Planning, reducing taxes, investments and insurance. He utilizes his experience and educational background to now practice strictly as a Certified Financial Planner. Craig is also licensed in securities, fixed and variable annuities, and life, disability and long term care insurance. Craig is interested in building long term relationships.

He has been working in Columbia for over 30 years and now lives in Chapin. Certainly his roots are here in Columbia. He went to A.C. Moore Elementary and then went on to Hand Jr. High School and then to Dreher High School. He graduated from the USC Business Administration School with a major in economics and insurance in 1977. Craig’s father, Shelton McDaniel, owned McDaniel’s Drugstore in West Columbia for over 49 years. Craig has a daughter, Ginny, grandson, Coleman, and son, Craig Jr.   He is a member of Lake Murray Presbyterian Church.

Debra Carmody

Craig McDaniel Jr. is a Financial Advisor with the McDaniel Corporation. He lives in Chapin with his wife Brittney and son Caden, where he enjoys spending time with family and friends and his two dogs Hootie and Lola. He has strong moral and Christian values.

He graduated from The University of South Carolina School of Business in 2011 double majoring in Marketing and Entrepreneurship. Craig Jr. is an Independent Financial Advisor and is fully licensed in securities as well as life, health, disability, & long-term care insurance. He specializes in retirement and insurance planning as well as investment analysis. Craig Jr. uses his knowledge to help his clients build plans to save and invest for retirement, secure their savings in retirement, and protect the financial future of clients and their families.

OUR SERVICES

As Financial Advisors in Columbia SC, The McDaniel Corporation offers a wide variety of services to meet the financial objectives of individuals. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions.

Retirement Income Planning:

  • Increasing retirement income
  • IRA & 401(k) Rollovers & Transfers
  • Retirement distribution planning from IRAs and other qualified plans


Investment Analysis and Planning:

  • Matching investment vehicles with goals and needs
  • Evaluating specific investments
  • Consideration of tax consequences
  • Analysis of risk return trade-off
  • Portfolio Analysis & Redesign


Risk Management:

  • Maintaining family income in the event of disability or death
  • Identification of current and future risk exposure
  • Evaluating cost-effectiveness of current coverage
  • Long-term care protection.
     

Tax Strategies:

  • Maximizing use of tax deductions
  • Deferral of taxes
  • Income shifting between family members
  • Tax reduction through appropriate investments


Estate Planning:

  • Minimizing probate expenses, delays and publicity
     
  • Reduction or elimination of estate taxes
     
  • Assuring proper management of family assets
     
  • Evaluating proper manner of holding title to property
  • Post-death planning 

 

Other Services:

  • Consistent review meetings with clients
  • Investment and insurance implementation
  • Quarterly newsletters and pertinent letters and/or articles to keep clients and prospects informed
  • The McDaniel Corporation has no proprietary investment products

 

OUR SEMINARS & WORKSHOPS

The McDaniel Corporation has conducted educational workshops and seminars throughout the Greater Columbia area.

For Individuals- Retired or Retiring Soon Learn strategies that can potentially help you:

  • Increase your retirement income
  • Transfer IRA’s to the next generation without your children and grandchildren having to pay income taxes on these       lump sums all at one time
  • How to withdraw money from your IRA/401K/TSA income tax free
  • Simplify your financial affairs and enjoy the golden years more
  • Create a family legacy by using a multigenerational IRA
  • Learn new investment strategies to help preserve your principal

For Businesses/Churches/Civic and Service Organizations:Financial Management Workshops tailored to your needs.

  • Basic Education
  • Customized Presentations

This same workshop has been presented throughout the United States to hundreds of companies both small and large, adults attending continuing education courses, and members or various trade, service, and religious organizations.

Call our office at 803-750-4848 for full information of our upcoming seminars or to schedule a workshop for your church or organization.  Please read fact sheets on Retirement Scams from the office of Personnel Management  – the Federal Government’s Human Resources Agency.

REFERENCE MATERIAL: The McDaniel Corporation conducts financial educational workshops for state and federal government agencies, professional associations, and private businesses.

The following are some of the organizations and government agencies: (Click on the dept name for more info.)

Department of Health and Environmental Services (DHEC)

Department of Labor, Licensing and Regulation (SCDLLR)

The University of South Carolina, Darla Moore School of Business (USC)

Central Chapter of the South Carolina Association of Certified Public Accountants (SCACPA)

South Carolina Institute of Management Accountants

South Carolina National Guard (SCNG)

South Carolina Forestry Commission

South Carolina State Employees Association (SCSEA)

South Carolina Department of Agriculture

South Carolina Chapter of Alliance for Retired Americans

South Carolina Chapter for National Association of Active and Retired Federal Employees (NARFE)

 

Craig and the McDaniel Corporation are also affiliated with and members of:

Federal Benefits Training Network (FBTN)

Corporate member of the South Carolina State Employees Association

Tarkenton Financial Services

Harry S. Dent, Jr. Author, President of H.S. Dent Financial Advisors Network

Ed Slott “America’s IRA Expert”

 

Please take an opportunity to join your fellow S.C. business leaders, state and federal government agencies and professional associations by contacting the McDaniel Corporation and scheduling an appointment to discuss a worksite personal financial education workshop.

You can also contact RBryant@McDanielCorp.com for more information.

 

The McDaniel Corporation

6156 St. Andrews Road, Ste. 108
ColumbiaSC  29212

 

Phone:

803-750-4848

The McDaniel Corporation 6156 St. Andrews Rd, Ste.108 Columbia, SC 29212  Securities through Capital Investment Group Inc. 100 E. Six Forks Road, Ste. 200, Raleigh NC 27609.
Member FINRA/SIPC. Affiliated with Capital Investment Advisory Services, LLC

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